United Advisor Group, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
United Advisor Group, LLC
- $476 Million
- Q4 2024
A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, United Advisor Group, LLC holds 82,819 shares of DGRS stock, worth $3.96 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
82,819
Previous 70,181
18.01%
Holding current value
$3.96 Million
Previous $3.62 Million
17.31%
% of portfolio
0.89%
Previous 0.86%
Shares
4 transactions
Others Institutions Holding DGRS
# of Institutions
138Shares Held
7.63MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX887KShares$42.4 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$27.7 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$26.3 Million5.29% of portfolio
-
Hennion & Walsh Asset Management, Inc.496KShares$23.7 Million1.21% of portfolio
-
Morgan Stanley New York, NY481KShares$23 Million0.0% of portfolio